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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$68.24 +0.21 (+0.30%)
As of 09:46 AM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Current
Institutional Ownership
Percentage
43.07%
Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$161.58M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC11,205$736K0.0%-13.7%0.019%
8/18/2025 Tyler Stone Wealth Management184,536$12.09M1.9%-6.1%0.320%
8/18/2025 Geneos Wealth Management Inc.3,564$233K0.0%+20.8%0.006%
8/15/2025 Tower Research Capital LLC TRC 7,841$514K0.0%N/A0.014%
8/15/2025 Sugar Maple Asset Management LLC26,357$1.73M1.3%-3.3%0.046%
8/15/2025 Captrust Financial Advisors77,662$5.09M0.0%-6.0%0.135%
8/15/2025 Visionary Wealth Advisors5,731$375K0.0%-36.0%0.010%
8/15/2025 MML Investors Services LLC77,973$5.11M0.0%+9.4%0.135%
8/15/2025 IHT Wealth Management LLC6,639$435K0.0%+99.1%0.012%
8/15/2025 Great Valley Advisor Group Inc.689,583$45.17M1.0%+21.5%1.197%
8/15/2025 Benjamin Edwards Inc.83,618$5.48M0.1%+317.3%0.145%
8/15/2025 Bank of America Corp DE666,072$43.63M0.0%+23.3%1.156%
8/15/2025 Ameriprise Financial Inc.2,449,480$160.46M0.0%+13.3%4.250%
8/14/2025 Raymond James Financial Inc.768,996$50.37M0.0%-15.4%1.334%
8/14/2025 HUB Investment Partners LLC7,881$516K0.0%N/A0.014%
8/14/2025 Heritage Wealth Management Inc.25,358$1.66M0.5%+41.4%0.044%
8/14/2025 NewEdge Advisors LLC72,593$4.76M0.0%+394.4%0.126%
8/14/2025 Qube Research & Technologies Ltd1,939$127K0.0%N/A0.003%
8/14/2025 Denver PWM LLC84,580$5.54M1.7%+0.8%0.147%
8/14/2025 Cary Street Partners Financial LLC1,812$119K0.0%+13.3%0.003%
8/13/2025 Cary Street Partners Investment Advisory LLC7,903$518K0.3%-12.6%0.014%
8/13/2025 Quantum Portfolio Management LLC7,598$498K0.2%-5.5%0.013%
8/13/2025 StoneX Group Inc.23,072$1.51M0.1%+3.8%0.040%
8/13/2025 Flow Traders U.S. LLC4,950$324K0.0%N/A0.009%
8/13/2025 Gateway Wealth Partners LLC6,716$440K0.1%-29.5%0.012%
8/13/2025 Twin Peaks Wealth Advisors LLC10,511$695K0.2%+4.2%0.018%
8/13/2025 WCG Wealth Advisors LLC429,236$28.12M1.8%+4.0%0.745%
8/13/2025 Kuhn & Co Investment Counsel13,562$888K0.7%-12.8%0.024%
8/13/2025 Northwestern Mutual Wealth Management Co.14,208$931K0.0%+213.4%0.025%
8/12/2025 J.W. Cole Advisors Inc.7,609$498K0.0%-10.3%0.013%
8/12/2025 Financial Advocates Investment Management45,433$2.98M0.2%N/A0.079%
8/12/2025 Resolute Wealth Strategies LLC171,641$11.24M6.0%+3.0%0.298%
8/12/2025 CreativeOne Wealth LLC32,037$2.10M0.1%-9.9%0.056%
8/12/2025 Global Retirement Partners LLC66,093$4.33M0.1%N/A0.115%
8/12/2025 Intellus Advisors LLC460,972$30.19M4.5%+2.5%0.800%
8/12/2025 JPMorgan Chase & Co.13,865,481$908.19M0.1%+3.2%24.059%
8/11/2025 Perennial Investment Advisors LLC53,410$3.50M0.3%+282.2%0.094%
8/11/2025 Landaas & Co. WI ADV18,068$1.18M0.3%+313.6%0.032%
8/8/2025 Keyvantage Wealth LLC201,693$13.21M5.9%+3.5%0.354%
8/8/2025 Thoroughbred Financial Services LLC7,156$468K0.0%-7.8%0.013%
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8/8/2025 Cetera Investment Advisers1,192,349$78.10M0.1%+5.9%2.094%
8/8/2025 Creative Planning4,113$269K0.0%N/A0.007%
8/8/2025 Good Life Advisors LLC11,601$760K0.0%-7.2%0.020%
8/8/2025 Atlanta Consulting Group Advisors LLC15,924$1.04M0.3%+11.6%0.028%
8/8/2025 PNC Financial Services Group Inc.1,030,558$67.50M0.0%-0.2%1.810%
8/7/2025 Fagan Associates Inc.53,807$3.52M0.5%+5.6%0.094%
8/7/2025 Weil Company Inc.146,126$9.57M2.5%+128.7%0.257%
8/7/2025 Nwam LLC4,541$301K0.0%-15.4%0.008%
8/7/2025 Americana Partners LLC537,843$35.23M1.2%+1.2%0.944%
8/6/2025 Prospera Financial Services Inc4,682$307K0.0%+31.5%0.008%
8/6/2025 Vestmark Advisory Solutions Inc.1,155,023$75.65M1.1%+115.4%2.028%
8/6/2025 Mascagni Wealth Management Inc.24,676$1.62M1.4%-15.0%0.043%
8/6/2025 Commonwealth Equity Services LLC1,025,317$67.16M0.1%+6.1%1.800%
8/6/2025 Convergence Financial LLC330,056$21.62M3.7%+5.6%0.580%
8/5/2025 BCGM Wealth Management LLC149,549$9.80M2.8%+10.4%0.263%
8/5/2025 Bank of Montreal Can737$48K0.0%+211.0%0.001%
8/5/2025 5T Wealth LLC43,752$2.87M1.4%-11.0%0.077%
8/4/2025 IFG Advisory LLC15,048$986K0.0%+20.5%0.026%
8/4/2025 Atria Investments Inc41,973$2.75M0.0%+36.5%0.074%
8/4/2025 Arkadios Wealth Advisors48,031$3.15M0.1%+47.2%0.084%
8/4/2025 Daymark Wealth Partners LLC348,530$22.83M0.9%-4.9%0.612%
8/4/2025 WNY Asset Management LLC399,217$26.15M2.9%-8.8%0.701%
8/1/2025 GGM Financials LLC84,736$5.55M1.1%-0.3%0.149%
8/1/2025 Envestnet Asset Management Inc.1,203,193$78.81M0.0%+1.1%2.113%
7/31/2025 MN Wealth Advisors LLC119,706$7.84M4.6%-3.2%0.210%
7/31/2025 FSM Wealth Advisors LLC425,087$28.15M4.6%+15.3%0.746%
7/31/2025 Gill Capital Partners LLC129,507$8.48M2.7%+14.6%0.227%
7/30/2025 D.A. Davidson & CO.27,113$1.78M0.0%-19.0%0.048%
7/30/2025 LGT Financial Advisors LLC949$62K0.2%-15.9%0.002%
7/30/2025 WBH Advisory Inc.20,812$1.36M0.1%N/A0.037%
7/29/2025 Independence Asset Advisors LLC8,404$550K0.3%+78.8%0.015%
7/29/2025 Signature Estate & Investment Advisors LLC8,813$577K0.0%N/A0.015%
7/29/2025 Quotient Wealth Partners LLC24,223$1.59M0.0%+16.9%0.043%
7/29/2025 Private Trust Co. NA12,663$829K0.1%+274.6%0.022%
7/28/2025 WealthPlan Investment Management LLC21,463$1.41M0.1%N/A0.038%
7/28/2025 Mutual Advisors LLC10,371$695K0.0%-5.5%0.018%
7/28/2025 Harbour Investments Inc.65,427$4.29M0.1%+4.2%0.115%
7/28/2025 Arlington Financial Advisors LLC334,644$21.92M3.6%+7.5%0.588%
7/28/2025 Sagespring Wealth Partners LLC3,069,729$201.07M1.8%+9.5%5.390%
7/28/2025 Axxcess Wealth Management LLC4,332$284K0.0%N/A0.008%
7/25/2025 Northwest Capital Management Inc8,331$546K0.3%-41.1%0.015%
7/25/2025 Priebe Wealth Holdings LLC32,577$2.13M1.8%-5.6%0.057%
7/25/2025 Atria Wealth Solutions Inc.29,469$1.93M0.0%-11.5%0.052%
7/25/2025 M.E. Allison & CO. Inc.10,365$679K0.5%-1.4%0.018%
7/25/2025 MGO One Seven LLC22,956$1.50M0.0%N/A0.040%
7/25/2025 Bill Few Associates Inc.6,949$455K0.1%N/A0.012%
7/25/2025 LRI Investments LLC21,350$1.40M0.1%+16.3%0.037%
7/25/2025 Commonwealth Financial Services LLC112,198$7.35M1.4%+8.7%0.197%
7/25/2025 CWM LLC294,055$19.26M0.1%+91.7%0.516%
7/25/2025 Concurrent Investment Advisors LLC35,495$2.33M0.0%+534.2%0.062%
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7/25/2025 Apollon Wealth Management LLC3,100$203K0.0%N/A0.005%
7/24/2025 Financial Connections Group Inc.7,437$487K0.2%-28.4%0.013%
7/24/2025 Cyndeo Wealth Partners LLC44,708$2.93M0.2%-1.7%0.079%
7/24/2025 3Chopt Investment Partners LLC21,818$1.43M0.3%-30.8%0.038%
7/24/2025 IFP Advisors Inc18,664$1.22M0.0%+74.8%0.033%
7/23/2025 Clear Creek Financial Management LLC13,369$876K0.1%+2.2%0.023%
7/23/2025 Ignite Planners LLC9,311$617K0.1%+11.3%0.016%
7/23/2025 Country Club Bank35,173$2.30M0.1%+8.3%0.062%
7/23/2025 Litman Gregory Wealth Management LLC11,385$746K0.1%-12.4%0.020%
7/22/2025 Belpointe Asset Management LLC9,197$602K0.0%+6.9%0.016%
(Data available from 1/1/2016 forward)

JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 228 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($908.19M), LPL Financial LLC ($246.40M), Sagespring Wealth Partners LLC ($201.07M), Dynasty Wealth Management LLC ($196.70M), Ameriprise Financial Inc. ($160.46M), Janney Montgomery Scott LLC ($96.78M), and Envestnet Asset Management Inc. ($78.81M).Learn more on JPMorgan Active Value ETF's institutional investors.

What percentage of JPMorgan Active Value ETF's stock is owned by institutional investors?

43.07% of JPMorgan Active Value ETF's stock is owned by institutional investors. Learn more on JAVA's institutional investor holdings.

Which institutional investors have been buying JPMorgan Active Value ETF's stock?

Of the 219 institutional investors that purchased JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($13.02M), Dynasty Wealth Management LLC ($3.10M), Sagespring Wealth Partners LLC ($3.07M), LPL Financial LLC ($2.20M), Raymond James Financial Inc. ($1.43M), Envestnet Asset Management Inc. ($1.10M), and Cetera Investment Advisers ($1.09M).

How much institutional buying is happening at JPMorgan Active Value ETF?

Institutional investors have bought a total of 34,599,722 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

Which of JPMorgan Active Value ETF's major shareholders have been selling company stock?

Of the 73 institutional investors that sold JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($922.59K), Crumly & Associates Inc. ($220.69K), Ritter Daniher Financial Advisory LLC DE ($205.34K), Strategic Planning Group LLC ($170.58K), Jones Financial Companies Lllp ($166.36K), Avaii Wealth Management LLC ($161.61K), and Raymond James Financial Inc. ($140.11K).

How much institutional selling is happening at JPMorgan Active Value ETF?

Institutional investors have sold a total of 2,536,680 shares in the last 24 months. This volume of shares sold represents approximately $161.58M in transactions.


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This page (NYSEARCA:JAVA) was last updated on 8/29/2025 by MarketBeat.com Staff
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